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Milestones Private Investment Advisors’s IBM IBM Stock Holding History

Milestones Private Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Hold
1,079
– – 0.24% 60
2026
Q1 		$262K Sell
1,079
-980
-48% -$265K 0.23% 67
2025
Q4 		$610K Hold
2,059
– – 0.42% 64
2025
Q3 		$581K Buy
2,059
+1
+0% +$262 0.4% 64
2025
Q2 		$607K Buy
+2,058
New +$530K 0.45% 65

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Milestones Private Investment Advisors's IBM Position: Q2 2026 in Review

Milestones Private Investment Advisors held its IBM (IBM) position steady in Q2 2026 at 1,079 shares worth $303K. The position accounts for 0.24% of the portfolio, ranked #60.

Milestones Private Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $610K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Milestones Private Investment Advisors held 1,079 shares of IBM worth $303K as of Q2 2026.
  • Milestones Private Investment Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.24% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Milestones Private Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's IBM position peaked at $610K in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.